Monday, 9 January 2017

VALUE INVESTING COURSE OUTLINE

1 DAY COURSE OUTLINE - VALUE INVESTING




Synopsis:  

With duly acquired skills, innate discipline, and an objective approach, the profession of value investor can be highly rewarding and inspiring. Investing is multi-disciplinary as it brings together elements of finance, strategy, marketing, operations, and financial reporting, among others, into one place. 

Value investing basically involves buying securities that are underpriced – and selling those that are overpriced – with a great emphasis on the margin of safety. Bill Graham pioneered this approach, while the likes of Warren Buffet gave it the centre-stage exposure that it deserved. 

Value investors are able to generate outsized returns on a consistent basis in investment strategies
that tend to outperform over a longer-term investment horizon. As such, this course is intended to provide participants with key investment tools and they will be working with given real time financial statements. 

Deliverables:

Upon completion of this course, participants will be able to:

1.  Identify the strong fundamental sound company that is suitable for value investing;
2.  Differentiate between growth stock and value stock;
3.  Have sound comprehension of what stocks constitute as value stock in term of its characteristics; business and mission.
4.  Understand why this stock can outperform the market and deliver excellent result; and  
5.  Address those critical concerns especially in relation to the investors’ perspective.
6.  Understand the economic, business, and financial analysis unique to value investing; 
7.  Analyze a range of public-company business for investment purposes; 
8.  Value public companies and securities through a range of financial analysis tools; and
9.  Learn about, conduct, and effectively communicate to investors the original investment research focused on publicly listed companies.


OUTLINE
Day I
Icebreaker

MODULE: 1
Understand what makes value investing
·       Icebreaker
·       What makes value investing
·       Formulae
·       Why Qualitative insight is crucial
·       Clear understanding of core competencies & their importance
·       Long term shareholders



MODULE: 2
Holistic Approach  
 ·       
Causes and consequences
·       Financial and Non-financial perspectives
·       The leading and lagging indicators, its relationships & implications
·       Seeing the invisible
·       Multi-dimension to shape its future especially in today’s fast changing world (6 Ps)
·       Hands On experience
   


MODULE: 3
Free Cash Flow 


-       Why cash flow is important than profit
-       Cash Conversion Cycle 
-       Real application & exercise 
-       Understand their stories 
-       Its value, vision & mission
-       Identify Core Challenges? 
-        

MODULE: 4
Qualitative aspects of the Company
·         Game
·         Brain of the company
·         Why you need three key ingredients of Integrity, Intelligence and Energy that can direct, drive and deliver its excellent results,
·     How value, beliefs and culture play a crucial roles and how it has been applied in Walmart.
Video – empty your mind & its qualities

MODULE: 5

Response well with external changes

·       SWOT
·       Focus on Inner and response well to external changes
·       Like water
·       Core competency and not capability
·       Transformational video
Simple business and it model


Sum up / Q & A / Discussion
Sum Up/ Q & A 
Key take-back messages


END OF DAY 1